Create with AI
- We have strengthened how ISO Mate protects your connection. Your browser will now be instructed to always connect to ISO Mate over a secure, encrypted connection, helping keep your data safe from network-based attacks. This happens automatically with no action needed on your part.
- New Create tab in the AI Assistant: describe a record in plain language and the assistant gathers any missing required details, then shows a confirmation card before anything is saved.
- Create with AI is now available directly from the create button on each feature list page, opening a focused dialog already targeted to that feature. The main button still creates manually.
- Supported across tasks and recurring tasks, notes, contacts, calendar events, help desk tickets and canned responses, DevOps issues and issue templates, QA test cases, test cycles, test executions, user stories, features, and test environments, incidents, sales leads, opportunities, and deals, and compliance frameworks, requirements, controls, policies, and procedures.
- Diagrams: generate a full canvas of shapes and connectors from a description, with a live visual preview you can refine before confirming.
- Custom objects: generate a complete object type schema, or a valid entry that matches an existing object type.
- Workflows: generate a complete workflow (a trigger plus a nested action tree) grounded in your real entities, fields, and the capabilities your plan enables.
- The assistant resolves real people for assignees and owners, understands relative dates like “next Friday” in your timezone, and reuses existing linked records instead of duplicating them.
- Built-in safeguards: every record is scoped to your account on the server, identifiers are assigned by the backend, links are re-verified against your view permission, the assistant can create but never update or delete, and every create is written in a single transaction and recorded in the audit log.
- A reminder beneath the prompt notes that AI can make mistakes and that you should review anything it creates before confirming. Available in English, Spanish, and German.
- Create with AI has its own usage limit (configurable, default 60 per user per hour) separate from the chat allowance, with a live countdown.
- When AI create is unavailable for your account, a feature, or your permissions, the control falls back to a plain manual create button.
Unified Rich Text Editor
- A single rich text editor now powers every content area: DevOps issues, compliance policies and procedures, notes, emails, help desk tickets, canned responses, and email signatures.
- Uniform toolbar with headings, text formatting, color, ordered and bullet lists, blockquotes, links, alignment, and full table editing.
- Inline media library plus drag and drop and paste image upload.
- Per-context AI writing assistance (Generate and Refine) in every editor, streamed in real time.
- AI issue descriptions are now tailored to the work item type, with the right structure for a Bug, Story, Task, Epic, or Subtask.
- AI canned responses insert the correct placeholder tokens such as {{requester_name}} so they resolve to real values when a reply is sent.
- AI output now matches the field it is written in: simple fields stay as clean prose, while full document structure with headings is reserved for the compliance policy editor.
- Reliability: a longer response window for large documents, trimmed prompts for very large content, and the ability to retry immediately after a timeout or error.
- New “Editor AI: Assist” permission, assignable under Communication and Collaboration.
Email and Help Desk
- Email AI Assist now lives in the editor toolbar (the sparkle icon), matching every other editor. The redundant full-page composer was removed so all composition flows through the single email dialog.
- Help desk replies sent through a shared mailbox now offer the same To, Cc, and Bcc recipient controls as the email composer, with the ticket requester locked as the primary recipient.
- Outbound ticket replies are now stored in the shared mailbox’s Sent folder, and the conversation thread shows which mailbox each reply was sent from along with any Cc and Bcc recipients.
- When no shared mailbox is connected, the composer explains why only internal notes are available and links to mailbox setup for users with the right permission.
Token Search Bar Rollout
- The consistent token search bar now powers more of the console: the DevOps Kanban board filters, the workflow template gallery, the calendar agenda, chat browse channels and the new message dialog, the assignee and incident selector dialogs, the link test cases and link test cycles dialogs, and the link user stories dialog.
- The DevOps board filter bar is now permanently visible above the board, and the calendar agenda adds free-text search and a calendar filter alongside the quick date range presets.
Improvements
- DevOps board assignee filtering now considers parent issues as well as subtasks, so every card belonging to the chosen person is shown.
- The AI Assistant chat panel header now uses the same light purple gradient as the email AI draft panel for a consistent look.
- The chat New Message dialog header was corrected so the icon and title sit together on the left with a close button on the right, matching every other dialog.
Security
- We strengthened the encryption that protects your connection to ISO Mate. Connections now use the most up to date secure standards, and older, weaker options have been retired. An independent assessment of our service now rates this protection at the highest level. It all happens automatically, with nothing for you to set up or change.
Bug Fixes
- Calendar events created with AI now resolve the chosen calendar correctly, interpret times in your timezone, and can enable Google Meet when you ask for it.
- AI generated diagrams now render and open correctly after creation, refining large diagrams no longer errors, and the preview appears only once the finished diagram is ready.
- The test cycle link dialog now passes the typed search term to the server instead of reloading the full list.
- List filters now apply correctly on first load. Pages with a saved or default filter (such as viewing only Draft policies or hiding closed tickets) no longer briefly show non-matching rows when first opened. The fix removes redundant initial data loads across around 29 list pages and hardens the shared table data source so a late, stale response can never overwrite a newer one.
- Exports now match what you see on screen. When you export a list to CSV, PDF, or Full PDF, every active filter is applied to the export, including “is not” exclusions, framework filters, and free-text search. Previously some filters were dropped from exports, so downloaded files could include rows hidden by the active filters. This covers compliance, QA, DevOps, tasks, notes, incidents, custom objects, billing contacts, and sales. The Full PDF policy export also no longer leaves the first page mostly blank.
MCP Server
- New calendar events tool covering list, get, create, update, and delete, mirroring the calendar API including recurring event scope and Google sync.
- New sales tools for leads, opportunities, and deals, mirroring pipeline assignment, stage validation, and loss reason rules.
- New editor AI assist tool, kept in lockstep with the in-app per-context AI writing assistant.
Platform Administration
- Super admins gain a Feature Usage dashboard showing how feature modules are adopted across the platform: features in use, system-wide record counts, adoption rates, monthly trends, recent activity and recency, and per-account breakdowns. A matching super-admin gated MCP tool is also available.